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Portfolio (Quarterly) Guide ↗

XPONANCE LLC

· CIK 0001637541
13F Portfolio $14.1B AUM 1,686 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 171 New 1455 Added 55 Reduced 55 Exited
Page 59 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 HRI HERC HLDGS INC Industrials 3,181.0 $317K 0.00% +490.0 +18.2% $99.55 +30.2%
1162 OTTR OTTER TAIL CORP Utilities 3,607.0 $317K 0.00% +577.0 +19.0% $87.77 -1.3%
1163 EEFT EURONET WORLDWIDE INC Technology 4,769.0 $317K 0.00% +1K +31.1% $66.37 +0.2%
1164 MSGE SPHERE ENTERTAINMENT CO Communication Services 2,691.0 $316K 0.00% +465.0 +20.9% $117.40 -40.9%
1165 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 5,986.0 $316K 0.00% +880.0 +17.2% $52.75 +11.1%
1166 CRGY CRESCENT ENERGY COMPANY Energy 23,347.0 $315K 0.00% +5K +27.4% $13.50 -3.0%
1167 STEP STEPSTONE GROUP INC Financial Services 6,602.0 $315K 0.00% +1K +19.4% $47.72 +9.0%
1168 ALHC ALIGNMENT HEALTHCARE INC Healthcare 17,839.0 $314K 0.00% +4K +33.0% $17.62 -7.1%
1169 TMDX TRANSMEDICS GROUP INC Healthcare 3,161.0 $314K 0.00% +514.0 +19.4% $99.41 -31.6%
1170 APOGEE THERAPEUTICS INC 3,733.0 $314K 0.00% +718.0 +23.8% $84.17
1171 GSAT GLOBALSTAR INC Communication Services 4,724.0 $314K 0.00% +748.0 +18.8% $66.42 +24.5%
1172 BOX BOX INC Technology 13,243.0 $313K 0.00% +2K +19.1% $23.64 +7.4%
1173 CC CHEMOURS CO Basic Materials 14,148.0 $312K 0.00% +2K +19.1% $22.03 -2.7%
1174 GPOR GULFPORT ENERGY CORP Energy 1,471.0 $311K 0.00% +234.0 +18.9% $211.57 -15.4%
1175 CHT CHUNGHWA TELECOM CO LTD Communication Services 7,348.0 $310K 0.00% +2K +37.9% $42.24 +3.7%
1176 WSBC WESBANCO INC Financial Services 8,982.0 $310K 0.00% +1K +19.7% $34.49 -0.9%
1177 ASH ASHLAND INC Basic Materials 5,566.0 $310K 0.00% +1K +31.2% $55.61 +1.2%
1178 RRR RED ROCK RESORTS INC Consumer Cyclical 5,781.0 $308K 0.00% +736.0 +14.6% $53.36 -1.7%
1179 CATY CATHAY GEN BANCORP Financial Services 6,178.0 $308K 0.00% +900.0 +17.1% $49.86 +14.8%
1180 XRAY DENTSPLY SIRONA INC Healthcare 26,470.0 $307K 0.00% +6K +28.8% $11.60 -15.2%
Page 59 of 73  ·  1,455 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.6%
Communication Services 10.7%
Consumer Cyclical 10.6%
Financial Services 10.2%
Healthcare 9.4%
Industrials 8.2%
Consumer Defensive 4.7%
Energy 3.2%
Utilities 2.6%
Real Estate 2.0%